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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,747 | $183,516-38.0% | $155,534-26.9% | $145,884-22.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.95% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,874 | $5,315-8.3% | $4,675+4.3% | $4,662+4.5% |
| Participant deferral / active EE | $5,613 | $6,467-13.2% | $5,630-0.3% | $6,690-16.1% |
| Admin fee / account holder | $284 | $19,293-98.5% | $15,900-98.2% | $13,392-97.9% |